iCan Wealth Mastery – Wealth Management Associate

Wealth Management Associate

Entry Level / Junior Executive

Accounting / Auditing / Taxation 

Singapore

Good things come to those wait, but even better things come to those who work for it.
As part of iCan Wealth Mastery’s team of like-minded, passionate individuals, you won’t have to be like Leonardo DiCaprio who was Oscar-nominated for 5 years straight before finally receiving some recognition.
You’ll see results from your first week onwards, as you receive guidance, mentorship and support from our seasoned Wealth Managers who have so many awards under their belt that even DiCaprio would be jealous 😉
YOUR TRAINING OPPORTUNITIES
Afraid you may not have the financial skills and knowledge? Don’t worry - you’ll have plenty of mentorship and coaching to help you along! Here are just some of the things you’ll pick up along the way:
The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment and management
Investment Planning for Mass Affluent and High Net Worth clientele
Client Servicing and Happiness - how to ensure you take care of your clients well from start to end (happy existing clients are the best way to expand your outreach!)
Effective and Powerful Sales and Marketing Techniques
YOUR TASKS
As iCan’s Wealth Management Associate, apart from the various weekly / fortnightly training sessions, you’ll be working closely with their Wealth Managers to:
Acquire, develop and maintain your portfolio of clients
Provide sound financial advice to individual and corporate clients through a variety of financial solutions available
Regularly manage and update clients on their portfolio reviews
Maintain updated knowledge on investment strategies and concepts
Requirements
3rd or final year tertiary undergraduates from local Universities or private institutions offering a recognised degree programme
Min. academic qualifications of a full certificate in GCE ‘A’ Levels, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent
Singaporean or PR (foreigners will be considered on a case-by-case basis)
Males must have completed National Service
Min. 21 years of age as of 1 April 2016
Able to commit at least 3 - 6 months
Outspoken with Sales experience (IT fairs, charity funding or any commission-related jobs)*
*Optional, but with these experiences, we may consider placing you in an understudy role with one of our Wealth Managers, and you’ll be eligible for a higher basic allowance of $1.5k / month! 🙂
Skills
Mutual Funds
Payroll Taxes
Financial Planning
Private Banking
Wealth Management
Yield Management
Supply Chain Management
Income Tax
Labor Relations
Alternative Investments